Wealth Assistant

Job Ref

91028

Location

London

Salary

£27,000 Per Annum

Employment Type

Permanent

• Location: London, Greater London
• Type: Permanent
• Job #91028
• Salary: £27,000 Per Annum

Junior Wealth Assistant – £27,000 Plus Company Bonus – London Full time office-based in Farringdon (potential for 1 day a week from home)

A brand-new Financial Advisory firm set up within a large network of Advisers is looking for a junior or entry level candidate who has a keen interest in Financial Planning. The role is to support the Founder/Lead Adviser as an Assistant, and also help you take exams towards the LIBF qualification.

They are a small team of 4 people and share a centrally based office space in the City with a couple of other practices, so their is always an office buzz and great working culture.

You will provide client-facing & administrative support to the Adviser, and receive mentorship and training.

The role will initially be to work within an Administrative capacity with the help of the company Founder, then it will lead into a client-facing role in time. You have the opportunity to eventually become an Adviser so this is a brilliant opportunity for someone ambitious and keen to join a small but growing practice.

This is an ideal role for someone who has a small amount of Financial Services knowledge and is keen to further their experience, or someone who may be entry-level but have already started with Financial Planning exams (CII or LIBF).

As part of a small business, anything you can do to help the team will be helpful! There will be plenty of opportunities to develop your career in the financial advice industry.

What’s needed to be considered? In order to be considered for this unique opportunity, candidates need to have –

• Previous experience working within Financial Services is ideal
• A keen interest in Financial Planning
• Any exams towards CII or LIBF qualification will be highly desirable
• Excellent communication, interpersonal and organisational skills
• Experience using IT Systems and Software